AAM

Autus Asset Management Portfolio holdings

AUM $556M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$5.1M
2 +$3.95M
3 +$3.31M
4
XYL icon
Xylem
XYL
+$3.09M
5
CRM icon
Salesforce
CRM
+$3.03M

Top Sells

1 +$4.48M
2 +$4.2M
3 +$3.99M
4
PII icon
Polaris
PII
+$3.36M
5
ALGN icon
Align Technology
ALGN
+$2M

Sector Composition

1 Healthcare 11.1%
2 Technology 10.06%
3 Consumer Staples 8.7%
4 Industrials 7.97%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$749K 0.12%
13,924
-6,770
102
$701K 0.12%
9,049
-852
103
$694K 0.11%
10,743
-590
104
$659K 0.11%
9,710
-102
105
$655K 0.11%
13,395
-16,970
106
$653K 0.11%
3,404
-311
107
$636K 0.1%
7,529
-39,798
108
$630K 0.1%
2,215
-7,023
109
$623K 0.1%
3,614
-1,046
110
$605K 0.1%
11,135
-5,284
111
$600K 0.1%
4,293
-860
112
$571K 0.09%
7,164
-60
113
$546K 0.09%
4,685
-100
114
$538K 0.09%
+6,448
115
$530K 0.09%
12,337
+47
116
$518K 0.09%
5,957
-587
117
$508K 0.08%
6,934
-17
118
$495K 0.08%
3,413
-190
119
$478K 0.08%
8,847
-5,705
120
$453K 0.07%
9,263
-802
121
$432K 0.07%
29,812
122
$423K 0.07%
+2,678
123
$403K 0.07%
7,792
-548
124
$383K 0.06%
+12,250
125
$359K 0.06%
2,249